Accessible to Admin, Account Admin, HR Partner, Limited HR Partner, Recruiter and Limited HR Recruiter.

Tags help users link specific profiles together easily for quick access. For instance, if you use a 'communication skills' tag to tag candidates with exceptional communication skills, you'll be able to easily pull up a list of candidates who have good communication skills. 


TABLE OF CONTENTS


Managing tags in your Freshteam Account

  1. Go to Settings > Recruitment and Talent Management > Job Setup > Tags to manage default tags.
  2. This page displays a list of all tags that are being used in your account. 
  3. You can quickly sort them by Name or by Usage using the right side sort box or search them.


  • Renaming tags: Click on the tag name, change the text and press 'Enter' in your keyboard or select the tick icon. One cannot create duplicate tags.
  • Deleting tags: Hover over the tag you wish to delete and click on the Dustbin icon to the right of the tag box. Choose the 'Delete' option in the confirmation dialogue box. This action cannot be reversed and it will remove the tag from all the associated candidates.


Adding tags to Candidates

Let us see how to add tags to your candidates. There are two ways to do this.


Through Candidates Page


1. Go to Recruit > Candidates. 
2. Choose the candidate to whom you want to add the tag. Hover over the three dots (...) that show more options at the end of that candidate's line item. A quick actions menu should pop up on the card. Choose Add Tags.




3. A pop-up appears. Enter the tag name you wish to add in the pop-up. Click Update to save the tag.


Note: If the tag name already exists, the drop-down box will give you the option to choose it. If it is a new tag name, the CTA would change to  'Add' the new tag.


 

Through Candidate 360


1. Go to Recruit > Candidates.

2. Choose the candidate you want to add a tag for. 

3. The candidate's 360 profile will open up. 

4. In the profile tab, you will find the tags section. Select Add Tags to add a tag of your choice. 

5. You can also add a tag on the page, under the Tags section by simply clicking the + icon. 




How to use tags to filter?


To filter candidates using tags, go to the Filter section, type in the name of the tag you wish to search and hit Search.




What's Next?